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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,242 | $86,938+40.6% | $102,423+19.3% | $80,925+51.1% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-6.9pp |
| Annual return | 14.02% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,275 | $2,369-4.0% | $3,023-24.7% | $2,756-17.5% |
| Participant deferral / active EE | $4,450 | $4,120+8.0% | $5,054-12.0% | $4,299+3.5% |
| Admin fee / account holder | $22,915 | $8,053+184.6% | $9,455+142.4% | $6,940+230.2% |